Investment Advisory Mandate
Integrated advisory services tailored to your requirements
If you are an active investor and follow events on the worldwide markets with great interest, you may appreciate Julius Baer’s Investment Advisory Mandate. This offering enables you to attain additional knowledge from Julius Baer’s investment market specialists, tailored specifically to your needs.
Key Features of the Advisory Mandates
- You’ll receive solutions tailored to your investment needs and goals, with instruments from Julius Baer’s open product and service platform¹
- Your portfolio is customised at the beginning of the advisory service, with a review every quarter and systematic monitoring against agreed investment parameters and asset class exposures. Based on this active monitoring, you’ll receive recommendations for taking action on an ongoing basis.
- You’ll make the final investment decisions yourself
¹An ‘open product and service platform’ means that Julius Baer does not only offer in-house products but also products from third-party providers. It is only where product offerings in the market from third-party issuers are not available that Julius Baer complements the market offering with Julius Baer’s products, based on Julius Baer’s in-house specialist know-how. Our internal specialists and relationship managers in the UK provide ‘restricted advice’ on a limited range of investment products selected for the Julius Baer product and service platform.
The difference between a Direct and an Indirect Investment Advisory Mandate
With the Direct Investment Advisory Mandate you will receive direct access to a specialist investment advisor whenever you wish. Together, you’ll decide when, where, how often, and on which occasions you would like to be contacted and involved.
If you’d prefer to be consulted by one contact person and issue all your instructions to the same trusted partner, under the indirect Investment Advisory Mandate your relationship manager will have regular contact with your dedicated specialist investment advisor on your behalf.
Are you interested in learning more about Your Wealth - Advisory? Nothing can replace a personal conversation. Your Julius Baer relationship manager would be happy to discuss the options available to you.